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Ashlea Elizabeth McLelland

TPG Capital BD, LLC

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About Ashlea Elizabeth McLelland

Ashlea Elizabeth McLelland is a registered representative with TPG Capital BD, LLC, a broker-dealer firm. Ashlea holds the Series 63, Series 7TO, and SIE licenses. She has been in the financial services industry since August 11, 2019. Ashlea has prior experience with BOFA Securities, INC. Ashlea is currently registered with the state of Texas.

Firm Information

Ashlea McLelland is currently registered with TPG Capital BD, LLC. TPG Capital BD, LLC is a Limited Liability Company formed in 2007 and approved to operate in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Ashlea McLelland’s Registration & Firm History

TX

07/12/2021 - Present

TPG Capital BD, LLC (FORT WORTH TX)

NY

06/19/2019 - 05/18/2021

BOFA SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashlea Elizabeth McLelland.
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